Apriem Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
2,070
-155
| -7% | -$20K | 0.03% | 154 |
|
|
2025
Q1 | $316K | Sell |
2,225
-30
| -1% | -$4.27K | 0.04% | 139 |
|
|
2024
Q4 | $295K | Sell |
2,255
-30
| -1% | -$3.93K | 0.03% | 148 |
|
|
2024
Q3 | $325K | Hold |
2,285
| – | – | 0.04% | 127 |
|
|
2024
Q2 | $316K | Hold |
2,285
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $296K | Hold |
2,285
| – | – | 0.04% | 136 |
|
|
2023
Q4 | $278K | Hold |
2,285
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $276K | Hold |
2,285
| – | – | 0.04% | 119 |
|
|
2023
Q2 | $315K | Sell |
2,285
-4
| -0.2% | -$552 | 0.05% | 114 |
|
|
2023
Q1 | $307K | Sell |
2,289
-71
| -3% | -$9.53K | 0.05% | 118 |
|
|
2022
Q4 | $320K | Sell |
2,360
-400
| -14% | -$54.3K | 0.06% | 115 |
|
|
2022
Q3 | $311K | Hold |
2,760
| – | – | 0.06% | 113 |
|
|
2022
Q2 | $373K | Hold |
2,760
| – | – | 0.06% | 102 |
|
|
2022
Q1 | $340K | Buy |
2,760
+425
| +18% | +$52.4K | 0.05% | 112 |
|
|
2021
Q4 | $334K | Hold |
2,335
| – | – | 0.05% | 109 |
|
|
2021
Q3 | $309K | Buy |
2,335
+50
| +2% | +$6.62K | 0.04% | 116 |
|
|
2021
Q2 | $306K | Buy |
2,285
+50
| +2% | +$6.7K | 0.05% | 118 |
|
|
2021
Q1 | $311K | Sell |
2,235
-10
| -0.4% | -$1.39K | 0.05% | 115 |
|
|
2020
Q4 | $303K | Buy |
2,245
+20
| +0.9% | +$2.7K | 0.05% | 103 |
|
|
2020
Q3 | $329K | Hold |
2,225
| – | – | 0.06% | 95 |
|
|
2020
Q2 | $315K | Hold |
2,225
| – | – | 0.06% | 91 |
|
|
2020
Q1 | $285K | Hold |
2,225
| – | – | 0.07% | 86 |
|
|
2019
Q4 | $306K | Buy |
2,225
+400
| +22% | +$55K | 0.06% | 99 |
|
|
2019
Q3 | $259K | Sell |
1,825
-175
| -9% | -$24.8K | 0.06% | 109 |
|
|
2019
Q2 | $267K | Hold |
2,000
| – | – | 0.08% | 109 |
|
|
2019
Q1 | $248K | Hold |
2,000
| – | – | 0.07% | 113 |
|
|
2018
Q4 | $228K | Sell |
2,000
-100
| -5% | -$11.4K | 0.08% | 110 |
|
|
2018
Q3 | $239K | Hold |
2,100
| – | – | 0.05% | 126 |
|
|
2018
Q2 | $221K | Sell |
2,100
-163
| -7% | -$17.2K | 0.05% | 122 |
|
|
2018
Q1 | $249K | Hold |
2,263
| – | – | 0.06% | 111 |
|
|
2017
Q4 | $273K | Buy |
2,263
+506
| +29% | +$61K | 0.07% | 108 |
|
|
2017
Q3 | $207K | Sell |
1,757
-25
| -1% | -$2.95K | 0.05% | 127 |
|
|
2017
Q2 | $230K | Buy |
1,782
+100
| +6% | +$12.9K | 0.06% | 119 |
|
|
2017
Q1 | $221K | Sell |
1,682
-274
| -14% | -$36K | 0.06% | 117 |
|
|
2016
Q4 | $223K | Sell |
1,956
-532
| -21% | -$60.7K | 0.07% | 116 |
|
|
2016
Q3 | $314K | Sell |
2,488
-35,118
| -93% | -$4.43M | 0.09% | 89 |
|
|
2016
Q2 | $5.17M | Buy |
37,606
+22,848
| +155% | +$3.14M | 1.68% | 17 |
|
|
2016
Q1 | $1.99M | Sell |
14,758
-42
| -0.3% | -$5.65K | 0.78% | 33 |
|
|
2015
Q4 | $1.88M | Buy |
14,800
+150
| +1% | +$19.1K | 0.67% | 38 |
|
|
2015
Q3 | $1.6M | Buy |
14,650
+13,150
| +877% | +$1.43M | 0.59% | 37 |
|
|
2015
Q2 | $159K | Buy |
1,500
+500
| +50% | +$53K | 0.05% | 110 |
|
|
2015
Q1 | $107K | Hold |
1,000
| – | – | 0.04% | 141 |
|
|
2014
Q4 | $116K | Sell |
1,000
-43
| -4% | -$4.99K | 0.04% | 122 |
|
|
2014
Q3 | $108K | Hold |
1,043
| – | – | 0.04% | 135 |
|
|
2014
Q2 | $111K | Sell |
1,043
-174
| -14% | -$18.5K | 0.04% | 146 |
|
|
2014
Q1 | $129K | Hold |
1,217
| – | – | 0.05% | 142 |
|
|
2013
Q4 | $122K | Sell |
1,217
-40
| -3% | -$4.01K | 0.05% | 134 |
|
|
2013
Q3 | $114K | Hold |
1,257
| – | – | 0.05% | 136 |
|
|
2013
Q2 | $117K | Buy |
+1,257
| New | +$117K | 0.06% | 134 |
|